See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,025 | $71,883-2.6% | $86,677-19.2% | $68,494+2.2% |
| Participation rate | 53.6% | 72.2%-18.7pp | 76.6%-23.0pp | 67.9%-14.3pp |
| Annual return | -17.30% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,039 | $2,173-52.2% | $2,836-63.4% | $2,596-60.0% |
| Participant deferral / active EE | $2,292 | $3,779-39.3% | $4,656-50.8% | $4,027-43.1% |
| Admin fee / account holder | $16,830 | $6,112+175.4% | $7,493+124.6% | $5,403+211.5% |